Phoenix Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169M | Buy |
683,459
+51,804
| +8% | +$12.8M | 2.23% | 12 |
|
|
2025
Q1 | $140M | Buy |
631,655
+70,669
| +13% | +$15.7M | 2.15% | 13 |
|
|
2024
Q4 | $140M | Buy |
560,986
+30,045
| +6% | +$7.52M | 1.92% | 15 |
|
|
2024
Q3 | $124M | Buy |
530,941
+199,083
| +60% | +$46.4M | 1.83% | 16 |
|
|
2024
Q2 | $70.2M | Buy |
331,858
+24,529
| +8% | +$5.19M | 1.07% | 28 |
|
|
2024
Q1 | $52.7M | Buy |
307,329
+89,365
| +41% | +$15.3M | 0.73% | 34 |
|
|
2023
Q4 | $45.4M | Buy |
217,964
+7,170
| +3% | +$1.49M | 0.75% | 35 |
|
|
2023
Q3 | $36.1M | Buy |
+210,794
| New | +$36.1M | 0.66% | 38 |
|
|
2023
Q2 | – | Sell |
-377,779
| Closed | -$62.2M | – | 305 |
|
|
2023
Q1 | $62.2M | Buy |
377,779
+20,648
| +6% | +$3.4M | 1.39% | 25 |
|
|
2022
Q4 | $46.4M | Buy |
357,131
+70,858
| +25% | +$9.21M | 0.9% | 37 |
|
|
2022
Q3 | $40.7M | Buy |
286,273
+206,201
| +258% | +$29.3M | 0.9% | 40 |
|
|
2022
Q2 | $11M | Buy |
80,072
+12,117
| +18% | +$1.66M | 0.22% | 74 |
|
|
2022
Q1 | $11.9M | Buy |
67,955
+32,289
| +91% | +$5.65M | 0.2% | 93 |
|
|
2021
Q4 | $6.36M | Sell |
35,666
-48,222
| -57% | -$8.59M | 0.1% | 111 |
|
|
2021
Q3 | $11.9M | Sell |
83,888
-24,282
| -22% | -$3.44M | 0.21% | 89 |
|
|
2021
Q2 | $14.8M | Buy |
108,170
+5,130
| +5% | +$702K | 0.28% | 94 |
|
|
2021
Q1 | $12.6M | Buy |
103,040
+73
| +0.1% | +$8.91K | 0.28% | 95 |
|
|
2020
Q4 | $13.6M | Buy |
+102,967
| New | +$13.6M | 0.37% | 89 |
|
|
2020
Q3 | – | Sell |
-3,852
| Closed | -$329K | – | 317 |
|
|
2020
Q2 | $329K | Buy |
+3,852
| New | +$329K | 0.01% | 260 |
|